Vinati Organics: A Global Monopoly or a Big Fish in a Small Pond?

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  • เผยแพร่เมื่อ 21 ต.ค. 2024

ความคิดเห็น • 386

  • @AshishDoneriya
    @AshishDoneriya 4 ปีที่แล้ว +37

    You have explained Future Growth , Risk & valuations very nicely which no one explained on youtube for this stock. Ignore people who says your videos are too long or slow. Your subscribers will increase mutifold in the upcoming months.

    • @farazfoodnetwork1836
      @farazfoodnetwork1836 4 ปีที่แล้ว +3

      yes.. it makes us feel that we are learning FUNDAMENTAL ANALYSIS

    • @SOICfinance
      @SOICfinance  3 ปีที่แล้ว +2

      Thanks for your wishes :)

    • @SOICfinance
      @SOICfinance  3 ปีที่แล้ว +2

      Thanks Faraz :)

    • @rajeevgera5360
      @rajeevgera5360 3 ปีที่แล้ว

      Excellent analysis great job.

  • @RajeshSingh-ky2oq
    @RajeshSingh-ky2oq 3 ปีที่แล้ว +7

    Excellent analysis. You are the person with whom I feel comfortable to put my questions:
    1. Vinati Saraf hired ex- Lubrizol as consultant. Isn't there any clause to prevent such technical know how transfer? If not, then tomorrow somebody else may take ATBS process technology from Vinati. Also, was it really Vinati Saraf who brought consultant or she was highlighted in order to pave way for higher post?
    2. Does VOL have exclusive right to use NCL patented technology for ATBS manufacture or other can also get it?
    3. Recently VOL is acquiring "Veeral Additives". For both companies, same persons are promotors. Do you see something fishy here?
    4. How Butylene Phenol market will be impacted if "Deepak Nitrate" also do forward integration to produce it from in house Phenol?
    5. What is your opinion on recent higher PE of above 50? What opportunities do you see to justify this valuation in near future?

    • @manvendrasingh6645
      @manvendrasingh6645 3 ปีที่แล้ว

      Yes
      Company is profitable now but not for long term
      We don't know it has a moat or not

  • @chetanparekh6805
    @chetanparekh6805 3 ปีที่แล้ว +2

    And the good part of him is he replies almost all comments!
    It's so cool paaji! 👏

  • @deepeshmehta5559
    @deepeshmehta5559 ปีที่แล้ว +2

    Excellent analysis. B2B business are difficult to understand. I have identified chemical sector as future growth sector during 2017 bull Run. But except one stock my stock selection was not approprite. I think you are one of the best fundamental analyst of chemical sector companies.

  • @vikashsharma-eh8eh
    @vikashsharma-eh8eh 4 ปีที่แล้ว +3

    One thing I must tell you buddy this very long in-depth analysis is too good to really understand what where how and when the company started and how it changed itself in the varying scenario over the the course of time. I think you have collected these data after studying many years of annual reports.
    Hats off to you bro

    • @SOICfinance
      @SOICfinance  3 ปีที่แล้ว

      Thanks Vikash :)
      yes, annual reports, concall, industry reports etc

  • @ambalavanant
    @ambalavanant 4 ปีที่แล้ว +15

    Good analysis. IMO Vinati is way ahead of the rest of the chemical companies when it comes to return ratios, Ebitda margins, zero debt. The company has done all their capex thus far from internal accrual and never taken debt. Their execution capabilities are top notch. This is a very rare gem

    • @SOICfinance
      @SOICfinance  3 ปีที่แล้ว

      Thanks Ambalavanan :)

  • @arpitchaudhary10
    @arpitchaudhary10 4 ปีที่แล้ว +7

    Amazing and indeed splendid, I never heard such detailed explanation even from company officials, indeed much much much obliged for this gratitude and lucid and most importantly transparent and comprehensive explanation. Do make more such videos of all sectors. As myself belongs to polymer sector, I would love to hear more such videos.

    • @SOICfinance
      @SOICfinance  3 ปีที่แล้ว

      Thanks Arpit :)
      Sure, stay tuned.

  • @AmitKumar-sy7lx
    @AmitKumar-sy7lx 3 ปีที่แล้ว

    Underrated channel... This channel should have atleast 1M subscribers

  • @SOICfinance
    @SOICfinance  4 ปีที่แล้ว

    Does the company have pricing power?
    Check this presentation to find more :
    docs.google.com/presentation/d/16qbJmdIhWqhGzZHWlC_XBomUhURYj9F8GxPcp4JIbdg/edit#slide=id.p
    Reason For differentiation in ATBS technical Know-How:
    casehistory.nclinnovations.org/?p=21

  • @PrabhakarKrishnamurthyprof
    @PrabhakarKrishnamurthyprof 3 ปีที่แล้ว +5

    Sir you have explained the most important aspects that go behind the products. The mental model is a great creation of you. I wish all my students use your ideas.

    • @SOICfinance
      @SOICfinance  3 ปีที่แล้ว

      Thanks Prabhakar :) Would love to connect with you. Kindly mail us on info@soic.in
      For more insights on business & industry analysis, kindly visit- www.soic.in/blogs
      Team SOIC

  • @yashpaul66
    @yashpaul66 3 ปีที่แล้ว +3

    Real analysis...nobody does so much research.....GREAT JOB!

    • @SOICfinance
      @SOICfinance  3 ปีที่แล้ว

      Thanks Yash for your kind words :) For more insights on business & industries, kindly visit- www.soic.in/blogs

  • @adaveninagabhushanam521
    @adaveninagabhushanam521 3 ปีที่แล้ว

    Super Sir,You are a greater orator, with subject knowledge to it's peak level,you deliver subject content in full spear with all technicals in depth.One has to listen carefully, otherwise one may not get complete understanding of the subject.Thank you sir very much.

  • @harmitsinghpunia6278
    @harmitsinghpunia6278 4 ปีที่แล้ว +2

    Singh Sahib well done. My request to you is that most of the people can't understand technically. In the last you should compare, like this, if you have invested RS. 10000 in the company for the last ten years and five years.what will be the value today. 👍

    • @SOICfinance
      @SOICfinance  3 ปีที่แล้ว

      Noted your suggestion :)

  • @dipankarchakraborty6289
    @dipankarchakraborty6289 4 ปีที่แล้ว +4

    Pls discuss IOL Chemical. You are the best in TH-cam regarding business analysis. Thanks.

    • @SOICfinance
      @SOICfinance  3 ปีที่แล้ว

      Thanks Dipankar :)
      Sure stay tuned

  • @drsanket1
    @drsanket1 ปีที่แล้ว

    WOW, thanks for explaining each aspect, spe risk and aportunites involed . truely informative

  • @KVRaju2011
    @KVRaju2011 4 ปีที่แล้ว +10

    Excellent and in-depth research and appropriate coverage and presentation. Not a single word extra.👌👏👏👏

  • @RajShah202
    @RajShah202 4 ปีที่แล้ว +2

    I am living in the US 🇺🇸 and first time watching your video immediately I became your big fan
    You are terrific analyst and making fantastic video
    If you get chance can you please make video on Sharda motor and Cochin Shipyard?
    Thanks a ton

    • @SOICfinance
      @SOICfinance  4 ปีที่แล้ว

      Sure :) thank you for the kind words

  • @kamleshsparikh
    @kamleshsparikh 4 ปีที่แล้ว +5

    Good analysis of a genuinely good Ccompany. I am on pro side. Company will boom like anything in years ahead. Original shareholders since its IPO in nineties have been rightly & amply rewarded. Both new and old shareholders will also be immensely benefitted in times ahead.

    • @SOICfinance
      @SOICfinance  3 ปีที่แล้ว +1

      Thanks Kamlesh for giving your point of view

    • @RajeshSingh-ky2oq
      @RajeshSingh-ky2oq 3 ปีที่แล้ว +1

      why do you think company will boom from now? there is no product lined up which is as special as atbs or ibb. there are other players to make butyl benzene and it is low margin business. also going forward there will be less oil exploration, so atbs will be in less demand.

  • @manoharparab6334
    @manoharparab6334 3 ปีที่แล้ว

    Very good information in simple language

  • @haripreethammandava8913
    @haripreethammandava8913 4 ปีที่แล้ว +3

    Hi sir,superb video. May I please know how u r able to give such a detailed report on companies?I mean what r ur sources and from where we can learn about different stages of different sectors.It would really help a lot

    • @manojgupta-fl2pv
      @manojgupta-fl2pv 4 ปีที่แล้ว

      you can download their investor presentation from BSE and do a little more research

  • @valueinvestor2371
    @valueinvestor2371 3 ปีที่แล้ว +4

    Thanks a ton for this detailed discussion. very thorough.

    • @SOICfinance
      @SOICfinance  3 ปีที่แล้ว +1

      Thanks for your kind words :) Hope to add more value in your investing journey. For more insights on business & industries, kindly visit- www.soic.in/blogs

  • @pratiksurana1528
    @pratiksurana1528 4 ปีที่แล้ว +2

    I must say, it is very in depth analysis. I have been watching your videos since few days now and I really liked those.
    Can you please do the analysis of FIEM and OCCL?

    • @SOICfinance
      @SOICfinance  3 ปีที่แล้ว

      Thanks Pratik :)
      Sure, stay tuned

  • @funjunracer
    @funjunracer 4 ปีที่แล้ว +3

    Pro side... good analysis....
    Next analysis I hope to understand from you is Tata Elxsi, competitior analysis and analysis vs TCS since they both are from the same parent.

    • @SOICfinance
      @SOICfinance  3 ปีที่แล้ว

      Thanks :)
      Sure, stay tuned

  • @investmentopportunity904
    @investmentopportunity904 4 ปีที่แล้ว +4

    Rising expert
    Superb hats off sir

    • @SOICfinance
      @SOICfinance  3 ปีที่แล้ว

      Thanks for your kind words :)

  • @narendra9903
    @narendra9903 2 ปีที่แล้ว

    Such a crystal clear explanation🔥🔥🔥

  • @shovikdesai7863
    @shovikdesai7863 3 ปีที่แล้ว +4

    Amazing work simply GOLD... Would really love to see an analysis on Abbott India

  • @ashxz
    @ashxz 4 ปีที่แล้ว +1

    Great analysis. Clear and concise.

  • @sonyjoy123
    @sonyjoy123 3 ปีที่แล้ว +1

    Warning of over valuation was at 31-32PE. Now PE is at 68!
    I love the fundamental analysis, I'm just commenting on the way the market moves.

    • @SOICfinance
      @SOICfinance  3 ปีที่แล้ว

      Fully agreed :) Found Deepak better placed during those times

  • @MinorityDoc
    @MinorityDoc 2 ปีที่แล้ว

    Outstanding job Arora ji 👍🏻

  • @himanshugoyal1078
    @himanshugoyal1078 4 ปีที่แล้ว +3

    Cool in depth analysis ..gives great insight into the business.

  • @sadeedkhan6408
    @sadeedkhan6408 3 ปีที่แล้ว +4

    By watching your research...I strongly believe that your subscribers should be in millioms

    • @SOICfinance
      @SOICfinance  3 ปีที่แล้ว

      Thanks for your kind words Sadeed :) Hope to add value in your investing journey. For more insights on business, industries & newsletter, kindly visit- www.soic.in/blogs

  • @sureshrathi2062
    @sureshrathi2062 4 ปีที่แล้ว +2

    Sir u mainly focus on pharm and chemical sector which is considered tough to do . So how make it possible??

    • @SOICfinance
      @SOICfinance  3 ปีที่แล้ว

      Thanks suresh for your kind words :) , Mostly by reading Annual reports, concall, industry reports etc
      We are also coming up with a detailed webinar on Chemical Sector- rzp.io/l/GNK2hQKTMV

  • @SandeepSharma-oo1oh
    @SandeepSharma-oo1oh 3 ปีที่แล้ว

    Excellent insights on the company... Thanks

  • @maheshkalkar2101
    @maheshkalkar2101 4 ปีที่แล้ว +1

    Very informative, unbiased. Liked it, great, thank you

    • @SOICfinance
      @SOICfinance  3 ปีที่แล้ว

      Glad you enjoyed it!

  • @kaushikpaul6583
    @kaushikpaul6583 3 ปีที่แล้ว +1

    You are similar to Dr. Sagar RV... Both of u are awesome

  • @kalra295
    @kalra295 4 ปีที่แล้ว +1

    Sir, your way of explaining the comapanies is best, stick to it. Please don't cut short the length of upcoming videos.

    • @SOICfinance
      @SOICfinance  3 ปีที่แล้ว

      Noted your suggestion :)

  • @sweetworld5843
    @sweetworld5843 3 ปีที่แล้ว +6

    hi sir.thank u for ur valuable information.I want that pls make a stock analysis of MPHASIS Ltd.👈

  • @abiisaac1953
    @abiisaac1953 3 ปีที่แล้ว

    Ibubrufen is getting phased out by newer medicines? what will be the impact?

  • @sureshwaran6698
    @sureshwaran6698 4 ปีที่แล้ว +1

    Very nice. You are doing very good service for investors... Salute

    • @SOICfinance
      @SOICfinance  3 ปีที่แล้ว

      Thanks Sureshwaran :)

  • @ra4u1212
    @ra4u1212 4 ปีที่แล้ว +1

    A great indepth analysis, the way you have put up risk and future strategy of the company is good. Please make more such analysis.

    • @SOICfinance
      @SOICfinance  3 ปีที่แล้ว

      Thanks Ravi :)
      Sure, we have tried. Kindly check- th-cam.com/channels/B7GnQlJPIL6rBBqEoX87vA.htmlvideos

  • @arana522
    @arana522 3 ปีที่แล้ว +1

    Very deep analysis in the company thats awesome excellent

    • @SOICfinance
      @SOICfinance  3 ปีที่แล้ว

      Thanks Amit for your kind words :) Hope to keep adding value in your investing journey. For more insights on business, industries & newsletter, kindly visit- www.soic.in/blogs

  • @Trinetraq
    @Trinetraq 3 ปีที่แล้ว +1

    Very deep analysis,great information....Reallly great

    • @SOICfinance
      @SOICfinance  3 ปีที่แล้ว

      Thanks for your kind words :) Hope to add value in your investing journey. For more insights on business, industries & newsletter, kindly visit- www.soic.in/blogs

  • @akarshsrivastava2427
    @akarshsrivastava2427 4 ปีที่แล้ว +1

    My view on Vinati was quite different but based on your analysis it proved my analysis somewhat wrong. Good analysis done.

  • @vivekchadha4109
    @vivekchadha4109 3 ปีที่แล้ว

    Hatsoff for your InDepth Research.. ✌

  • @rajagopalram7783
    @rajagopalram7783 ปีที่แล้ว +1

    Good analysis. In hindsight, the Russia Ukraine war has probably helped valuations scale even higher peaks. I understand that you refrain from putting out a valuation opinion, but you should consider doing that too. For a business model that needs to keep reinventing, what could a useful valuation benchmark be for minority investors etc. You are doing a great job. Keep it up.

    • @SOICfinance
      @SOICfinance  ปีที่แล้ว

      We're glad to know you find our work informative and insightful. Thank you for watching our videos. 😃 We hope to continue adding value to your investing journey. 🤜

  • @umeshjain6647
    @umeshjain6647 3 ปีที่แล้ว +1

    Nicely explained. Keep it up.

    • @SOICfinance
      @SOICfinance  3 ปีที่แล้ว

      Thank you 😊 & glad you liked it. Hope to keep adding value in your investing journey :)

  • @vijaykantverma6530
    @vijaykantverma6530 4 ปีที่แล้ว +2

    U and u'r videos always inspires me sir... U r awesome mohit sir.. 👍👍

  • @VasantDammani
    @VasantDammani 3 ปีที่แล้ว

    Great presentation.. sir if one has to enter new i think its better to go with deepak nitrate (i had seen ur video on deepak nitrate too). What you suggest.

  • @AmitSharma-ql5nr
    @AmitSharma-ql5nr 4 ปีที่แล้ว +6

    Top notch analysis as usual!!! MY list is for companies which i would like to be analyzed - polycab, pghl, nueland labs etc.
    Also - do you have any platform where you provide buy and sell recommendations on regular basis. you can also use your tube paid membership to provide recommendations in your channel. Many you tuber related to stock market do that.

    • @SOICfinance
      @SOICfinance  3 ปีที่แล้ว +1

      thanks Amit :)
      Sure, we will be making videos on these companies as well, stay tuned :)
      Sorry, we do not provide any Buy or sell recommendations.

  • @jimmykagathara5626
    @jimmykagathara5626 3 ปีที่แล้ว

    Excellent Analysis sir. Please try to cover the following companies
    1) Ganesha Ecosphere
    2) Stylam Industries
    3) Acrysil India
    4) Sharda Cropchem

    • @SOICfinance
      @SOICfinance  3 ปีที่แล้ว +1

      Ganesh Eco soon :)

  • @vkv7477
    @vkv7477 4 ปีที่แล้ว +1

    Very good insight and one of a kind research...

  • @khurramshehzad4534
    @khurramshehzad4534 4 ปีที่แล้ว +1

    Good job! Please limit the presentation to 10 mins.
    I would like to know more about future prospects bof Dishman pharma and Kimia Biotech please. Thank you

    • @SOICfinance
      @SOICfinance  3 ปีที่แล้ว

      Noted your suggestion but tough to present so much information in 10 mins.
      Sure, stay tuned :)

  • @Topblogger7
    @Topblogger7 3 ปีที่แล้ว +1

    Exellent presentation Sir. Requesting to make detailed video on Divis lab and Berger paints.

    • @SOICfinance
      @SOICfinance  3 ปีที่แล้ว

      Sure, stay tuned :) For more business & industry analysis, kindly visit- www.soic.in/blogs

  • @dhairyamistry714
    @dhairyamistry714 3 ปีที่แล้ว

    Yes Vinati Organics have bought veeral additives which is in business of Anti oxidants! So they have performed forward integration

  • @rahulpaul7702
    @rahulpaul7702 3 ปีที่แล้ว

    Exceptional analysis sir. Very very nice.

  • @vijaydixit4158
    @vijaydixit4158 4 ปีที่แล้ว +1

    Sir, great In depth analysis of vinati. Most like the valuation and risk.

  • @manindermann8164
    @manindermann8164 3 ปีที่แล้ว +1

    Thanks .kindly Inform a courses to select Future Potential multi bagger . Please give courses fee

    • @SOICfinance
      @SOICfinance  3 ปีที่แล้ว

      Hello Maninder, to know more about the course and the things that will be covered, kindly visit- www.soic.in/course
      In this course we cover 10 modules like Financial statements, Valuation framework, Industry Structure etc along with 120+ Indian Case studies

  • @11sharu
    @11sharu 3 ปีที่แล้ว +1

    Thank you so much for this video!❤️

  • @beindianbuyindian9129
    @beindianbuyindian9129 3 ปีที่แล้ว +1

    OMG..excellent work paji.
    Thanks a lot.

    • @SOICfinance
      @SOICfinance  3 ปีที่แล้ว

      Thanks for your kind words :) For more insights on business, industries & newsletter, kindly visit- www.soic.in/blogs

  • @thehotelbutler3492
    @thehotelbutler3492 4 ปีที่แล้ว +2

    Great work. Kudos👍

  • @sanjayagarwal8210
    @sanjayagarwal8210 3 ปีที่แล้ว +1

    Excellent content . Please share your video on valiant as well as aarti

    • @SOICfinance
      @SOICfinance  3 ปีที่แล้ว

      Thanks for your kind words :) Hope to add more value in your investing journey. Sure, stay tuned. We will soon cover them also :)
      For more insights on business & industries, kindly visit- www.soic.in/blogs

  • @sankajagadeeshkumar283
    @sankajagadeeshkumar283 4 ปีที่แล้ว +1

    it's really a great video. U putting great efforts honestly to give best. By this single video I really got familiar with Vinati org and risks associated with it like never before. Thank u very much. I will be regular follower of your channel.

  • @eashan2405
    @eashan2405 4 ปีที่แล้ว +4

    Sir, please its a big request... can you do analysis of MCX? How is it for long term?

  • @atulbaviskar
    @atulbaviskar 3 ปีที่แล้ว

    As on July-3, 2021 I am on Pro side and Thanks for wonderful evaluation...gave me a super insight. :)

    • @SOICfinance
      @SOICfinance  3 ปีที่แล้ว

      Glad it was helpful!

  • @rishurajsaxena4578
    @rishurajsaxena4578 3 ปีที่แล้ว +1

    Really really good videos of SOIC. i learnt a lot about businesses via your Chanel. Can you pleaae create a video of Neogen Chemicals.

    • @SOICfinance
      @SOICfinance  3 ปีที่แล้ว

      Thanks for your kind words :) Sure, stay tuned.
      For more information on business & industry valuation, kindly visit- www.soic.in/blogs

  • @manishpatidar5379
    @manishpatidar5379 4 ปีที่แล้ว +1

    Excellent analysis, very well explained 👍

  • @0901manish
    @0901manish 4 ปีที่แล้ว +1

    Can you please also give your analysis in Fine Organics?

  • @arjunkv7978
    @arjunkv7978 4 ปีที่แล้ว +1

    Excellent Analysis

  • @trollingunofficial5720
    @trollingunofficial5720 4 ปีที่แล้ว +2

    *I am on the pro side of this company, infact i watched interview of vinati mam, She is so smart and ofcourse their management and think tank are best, I think its a good bet*

    • @AshishDoneriya
      @AshishDoneriya 4 ปีที่แล้ว +1

      Vinati Mam!

    • @RajeshSingh-ky2oq
      @RajeshSingh-ky2oq 3 ปีที่แล้ว

      but saraf family tightly holds the business/ management. its looks bad for public company.

  • @barodapeople
    @barodapeople 4 ปีที่แล้ว +1

    Great in-depth analysis. Thanks for Nice informative video.

    • @SOICfinance
      @SOICfinance  3 ปีที่แล้ว

      Thanks for your kind words :)

  • @Austinlenardvas
    @Austinlenardvas 3 ปีที่แล้ว +1

    It's an eye opening about VO, I was wondering it has struck for long time.

    • @SOICfinance
      @SOICfinance  3 ปีที่แล้ว

      Thanks Austin for your kind words :) For more insights on business & industry analysis, kindly visit- www.soic.in/blogs

    • @Topblogger7
      @Topblogger7 3 ปีที่แล้ว

      Austin, don't you believe vinati organics will survive in long term,say 15 years from now on?

  • @malayapanichikun
    @malayapanichikun 3 ปีที่แล้ว +1

    Superb Analysis

    • @SOICfinance
      @SOICfinance  3 ปีที่แล้ว

      Hi Malaya!😁 Thanks for watching our video.
      We’re glad our content was informative and interesting for you. 💯
      We hope you continue to learn along with us! 😁👍
      We look forward to your feedback on our analysis of Happiest Minds, coming on Friday at 11 a.m. 📌📣

  • @ssgupta9178
    @ssgupta9178 3 ปีที่แล้ว +1

    Thanks for giving detailed analysis. Pl provide analysis on Aarti industries

    • @SOICfinance
      @SOICfinance  3 ปีที่แล้ว

      Thanks for your kind words :) Sure, stay tuned.
      For more insights on business & industries, kindly visit- www.soic.in/blogs

  • @diptighosh8664
    @diptighosh8664 ปีที่แล้ว

    Amazing explanation

  • @lavakumar609
    @lavakumar609 4 ปีที่แล้ว +1

    You are doing a fabulous job.. Keep going.. I watched all ur videos.. Good content.. Thanks 🙂

    • @SOICfinance
      @SOICfinance  4 ปีที่แล้ว

      Thank you for the kind words :) encourages us to work harder

  • @rohitsilva
    @rohitsilva 4 ปีที่แล้ว +1

    Quality presentation. Thanx bro

  • @parveenkumar-xo4lh
    @parveenkumar-xo4lh 3 ปีที่แล้ว

    Amazing video. One of the best videos on stock analysis I hve seen on you tube. More power to you.

  • @Society-71
    @Society-71 4 ปีที่แล้ว +1

    Paaji...ur's analysis is so clear and best... for long term investment which one will u suggest...
    "Vinati org or Indiamart or Deepak nitrate or Navin flouri..or Suven pharma or Aarti drugs".. please let me asvise.. I will be waiting for your reply..👍
    Paaji..i want ur advise..not like..
    Please.. give me your advice..👍

    • @SOICfinance
      @SOICfinance  3 ปีที่แล้ว

      Thanks Vasu :)
      Sorry, we do not give buy or sell recommendations. We like to give detailed analysis. We have covered these stocks under stock analysis. Kindly check- th-cam.com/channels/B7GnQlJPIL6rBBqEoX87vA.htmlvideos

  • @debarunsaha
    @debarunsaha 4 ปีที่แล้ว +1

    Excellent Analysis! Nicely done, especially the risk part. If you had to look at Galaxy Surfactants , their strong customer retention what would you say?

    • @SOICfinance
      @SOICfinance  3 ปีที่แล้ว

      Thanks Debarun :)
      Kindly check video on Galaxy Surfactants- th-cam.com/video/TNZDV2KulZ4/w-d-xo.html

  • @vipulkhanna2243
    @vipulkhanna2243 3 ปีที่แล้ว

    Thank you for the Video, Its a bit risky investing in Vinati from what I have understood. A bit confused between Fine organics and Vinati. Please suggest one as buying Deepak nitrite or Alkyl amine is not possible cz of pricing.

  • @harcharansingh4664
    @harcharansingh4664 3 ปีที่แล้ว

    SSA sirji. Superb analysis. I think strength of company is innovation and marketing by which it has captured such huge share. The products they can enter might be a long list which they'll share at opportune time. Today is one product tomorrow it will be something else. The engine has to keep running

  • @pravinsharma1010
    @pravinsharma1010 4 ปีที่แล้ว +3

    Please post the analysis on,
    Bata V/s Relaxo
    and
    Exide V/s Amaraja

  • @pratimroy4792
    @pratimroy4792 4 ปีที่แล้ว +2

    Please compare a few chemical stocks along with Vinati
    Amazing work sir

    • @SOICfinance
      @SOICfinance  3 ปีที่แล้ว

      Thanks Pratim :)
      We would be covering chemical sector in very depth in our webinar- rzp.io/l/GNK2hQKTMV

  • @suhailamir350
    @suhailamir350 4 ปีที่แล้ว +2

    Please discuss pharma sector especially Biocon.

    • @SOICfinance
      @SOICfinance  3 ปีที่แล้ว

      Sure, stay tuned :)
      We are planning for a webinar on Pharma Sector soon

  • @hemanthboyapati3372
    @hemanthboyapati3372 4 ปีที่แล้ว +1

    Great analysis of the company. Please do the analysis on asian paints vs berger paints

    • @SOICfinance
      @SOICfinance  3 ปีที่แล้ว

      Thanks Hemanth :)
      Sure, stay tuned

  • @vishal270490
    @vishal270490 3 ปีที่แล้ว

    Wow!!! Amazing Diligence

    • @SOICfinance
      @SOICfinance  3 ปีที่แล้ว

      Thank you :)
      Hope you found it of value

  • @msbhadouria7569
    @msbhadouria7569 4 ปีที่แล้ว +2

    Sir analysis bahut bahut achchi hai but thoda hindi mein kariye jisse sabhi samajh sake

    • @SOICfinance
      @SOICfinance  3 ปีที่แล้ว

      Sure, noted your suggestion

  • @SachinKamathArt
    @SachinKamathArt 4 ปีที่แล้ว +2

    Absolutely great educational video and I love how you dissect the industry sector and place this company in that sector and then proceed to dissect the business model and management. Would be great if you can make an educational video on Deepak Nitrite and Dharamsi Morarji Chemicals and highlight the tailwinds and the valuation + risk. All the best I will keep following your channel! If you are looking for any kind of designing and branding for your channel and website then sure do reach out for me, I am a part time artist :)

    • @SOICfinance
      @SOICfinance  3 ปีที่แล้ว

      Thanks Sachin :)
      Video on Deepak Nitrite- th-cam.com/video/iKy_J-skqb8/w-d-xo.html

  • @BadhtaBihar786
    @BadhtaBihar786 4 ปีที่แล้ว +1

    Very Good Analysis.

  • @jkj1459
    @jkj1459 2 ปีที่แล้ว

    Please make ANALYSYS of NGL CHEMICAL SIR
    I AM SOIC MEMBER BY THE WAY

  • @bimansharma481
    @bimansharma481 4 ปีที่แล้ว +1

    A very balanced analysis 👍👍

  • @foziaakhlaque8524
    @foziaakhlaque8524 4 ปีที่แล้ว +1

    Nice presentation. Keep it Up

  • @aandrewsraj
    @aandrewsraj 4 ปีที่แล้ว +1

    Can you do.anaysis on Deepak nitrate??

    • @SOICfinance
      @SOICfinance  3 ปีที่แล้ว

      th-cam.com/video/iKy_J-skqb8/w-d-xo.html

  • @pabdulhakkeem
    @pabdulhakkeem 4 ปีที่แล้ว

    Excellent analysis. I do learn a new idea on each post.. Keep it up...

  • @sumeetjain8445
    @sumeetjain8445 4 ปีที่แล้ว +2

    Very informative....keep it up...

  • @ankitkalavagunta8951
    @ankitkalavagunta8951 4 ปีที่แล้ว +1

    Great analysis. It's a bit difficult for me to understand companies in the chemical industry, since it's a game of capacities - supply and demand. Could you analyse Pharma companies like Laurus, Granules, Alembic?

    • @SOICfinance
      @SOICfinance  4 ปีที่แล้ว +2

      Laurus and Navin Fluorine soon :)

    • @rajgupta19900
      @rajgupta19900 3 ปีที่แล้ว

      What about granules india sir?

  • @PrashantPatil-im5dq
    @PrashantPatil-im5dq 4 ปีที่แล้ว +2

    Great Analysis bhai. If you compare top 2 companies in each sector then it would be great help...

    • @SOICfinance
      @SOICfinance  3 ปีที่แล้ว

      Noted your suggestion :)

  • @Theprecioustalk
    @Theprecioustalk 4 ปีที่แล้ว +1

    Hello, I love the way you actually explain everything so nicely! Thankyou v much
    Can you please come up with Gas Sector and are they good for long term for example Gujarat State Petronet and Adani Gas ?

    • @SOICfinance
      @SOICfinance  4 ปีที่แล้ว

      Sure :)

    • @ra4u1212
      @ra4u1212 4 ปีที่แล้ว

      @@SOICfinance Also consider mahanagar gas for comparison.

  • @soumyanayak3125
    @soumyanayak3125 3 ปีที่แล้ว

    Sir i was very confident about this stock actually my father is holding 1000 shares from 20years but now i am confused whether to hold for another decade or sell it..sir i will be very grateful if you can reply....

  • @Hoskoteprashanth
    @Hoskoteprashanth 4 ปีที่แล้ว +1

    Very good analysis, Thank you very much 🙏